India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India-focused Independent Equity Research Analyst

Experienced (7 years +) in Sector-Specific Deep Dives and Comprehensive Company Research.

With a sharp focus on the Indian market, I specialize in providing in-depth analysis and insights to investors. Whether it's dissecting various sectors to identify emerging trends or conducting thorough fundamental research on individual companies, I'm dedicated to uncovering valuable opportunities and delivering actionable intelligence.

Passionate about navigating the nuances of the Indian equity landscape, I thrive on deciphering complex market dynamics and distilling them into clear, concise insights. 

While covering a sector or company-specific research, I cover the following :
1. Brief about company/sector
2.  Overall Industry landscape - History, Present and Future trends
3. Thesis and Anti-Thesis
4. Valuations
5. Financial & Forensic Analysis
6. Management Review
7. Key Monitorable Events
8. Guidance and Future Way Ahead

India Equity Analyst - Fundamental & Thematic

#139 India Insight: Adani’s $10B AI Push, Flipkart’s Domicile Shift, Tesla To Cut Reliance On China?

#140 India Insight: IMF Trims FY26 Growth to 6.2%, Rapeseed Opportunity, IndusInd Audits MFI Gap

#141 India Insight: Adani Sells 400 MHz to Artl, ITC Signs 14 Hotels, Saudi-Ind to Build Refineries

#132 India Insight: U.S. 26% Tariff on India, Apple’s 25% Output Surge, HDFC Bank Regulatory Warning

#133 India Insight: GOI Trims 4.83% in Mazagon OFS, Gensol Faces SEBI Scrutiny, ABFRL’s 2x Rev Plan

#134 India Insight: EU 0% Auto Tariff; Warburg ₹800cr Bailout; PAG Plans ₹2.2kcr Nuvama Stake Sale

Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

India Industrials / Thematic (Sector/Industry)

<ul>
<li>China has suspended Boeing jet deliveries in retaliation to US tariffs, escalating the trade war and dealing a major blow to Boeing’s global business.</li>
<li>India and the US have signed terms for the first phase of a trade pact, setting the stage for $500 billion in trade and deeper economic collaboration.</li>
<li>
<a href="https://www.smartkarma.com/entities/indian-hotels-co-ltd" target="_blank" data-smartkarma-citation="entities:5774:1" rel="noopener">Indian Hotels (IH IN)</a> has expanded its portfolio to 380 hotels in FY25 with national growth, reinforcing its leadership and targeting 120% upside of Rs. 15,000 crore rev by 2030.</li>
</ul>


China has suspended Boeing jet deliveries in retaliation to US tariffs, escalating the trade war and dealing a major blow to Boeing’s global business.
India and the US have signed terms for the first phase of a trade pact, setting the stage for $500 billion in trade and deeper economic collaboration.

Indian Hotels (IH IN) has expanded its portfolio to 380 hotels in FY25 with national growth, reinforcing its leadership and targeting 120% upside of Rs. 15,000 crore rev by 2030.


#135 India Insights: Boeing Blocked by China, India-US Trade Pact Phase 1, IHCL's 120% Rev Upside?